This is all my private opinion and a lot of cut and paste. Unfortunately, this is all the spare time I can squeeze out right now.
I think we all need a reminder of why we bought into this company. The below is part of my reason and there is way more to Biotron than this. I have yet to find any evidence that says anything other than, they promise and then they deliver.
I only have a couple of hours, so I have picked out a mere 20 of the 108 ASX Published BIT documents delivered to the ‘information starved’ punters during the last 28 months.
28/09/2018
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4g66wBXyv%2FVw67FiGug%3D
“SignificantImmunological Outcomes in BIT225 HIV-1 Clinical Trial
-The results indicate that BIT225 is havinga unique effect in patients, over and above viral suppression seen with currentantiretroviral drugs.
-Data is consistent with targeting anderadication of virus from macrophage reservoir cells by BIT225.”
This is followed by a fairly conservative breakdown of what this all means and how they went about it.
““This hasbeen a complex trial. Going intoit, we knew from laboratory-based studies that BIT225 targets and kills virusthat hides in long-lived reservoircells. The challenge was how to show this in humans.
No one hasdone this before, and there were no guidelines to follow. We have had to use arange of techniques to showthat BIT225 has done what we expected it to do i.e. clear out virus from thesereservoirs. This has includedthe development and use of new cutting-edge assays, which has been atime-consuming process.”
“The Companyaims to present detailed data at scientific conferences and to potential commercial partners in late2018/early 2019.”
Well worth a read. I don’t, as a rule, get into biotechs before about the 20 year mark and I missed this one.
09/10/2018
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4g61yhb2v%2FVw67FiGug%3D
Short newsletter mostly repeating the 28/09 announcement using clearer language.
Must have been picked up by the media as BIT goes from a mere 5 bagger to about 15 bags, (from 2 cents), on the daily.
25/10/2018
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4g%2B%2BwRf0v%2FVw67FiGug%3D
In depth explanation of the trial findings complete with pretty pictures, as well as financial stats and a reminder of some of the other projects in the works.
25/10/2018
See the end of the following announcement for details.
ASX comes in with the super slap down. Pretty much inferring that this can’t possibly be true.
30/10/2018
Response to ASXaware letter
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4g%2B4yRTzv%2FVw67FiGug%3D
If you read nothing else in depth, go through this with a microscope. IMO, ASX went in with the steel caps, then BIT rose from the mat, bleeding and bruised, to deliver a knockout. To be honest, this is the letter that defines the company for me.
Unfortunately, the damage was done and the chance to consolidate at around 30 cents, IMO, went out the window as many punters sold out. Doesn’t anyone read more than headlines these days?
18/11/2018
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4g%2B7yBnyv%2FVw67FiGug%3D
As promised, Biotron submits information to massive HIV conference in Florida.
28/11/2018
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4gy8yhnxv%2FVw67FiGug%3D
They double down with a poster presentation at the above conference.
12/12/2018
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4gy%2FzRDzv%2FVw67FiGug%3D
A nice simply written follow up newsletter about the conference.
“The datawas well received,and as validationof the robustnessand integrity ofthe data fromthe trial, thepresenting author, Biotron’sHead of Researchand Development, DrCarolyn Luscombe, receivedthe conference’s 2018HIV DART PosterAward.”
07/06/2019
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4gu%2FyhHyv%2FVw67FiGug%3D
includes
“presentationtitled “BIO2019” is beingpresented at the 2019 BIO International Convention held in Philadelphia, PA,USA.”
and
“Additionalanalyses of patient samples from the Phase 2 HIV-1 trial are ongoing, tofurther characterise the observedimmunological changes seen in the trial.”
This isfollowed by a very in-depth PDF complete with pictures, charts and othergoodies.
01/10/2019
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4gm6wBHxv%2FVw67FiGug%3D
APPOINTMENTOF INTERNATIONAL ADVISORY BOARDFOR BIT225
Have a close look at these people. Wow!
08/10/2019
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4ga5zRnwv%2FVw67FiGug%3D
BiotronSecures $5.1 Million Underwriting Agreement
I am not certain of this, but the simplest way I can say this, is it looks like Biotron gets another $5.1 million dollars to play with if the share price drops below 4 cents. DYOR
03/12/2019
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4ge8zhfwv%2FVw67FiGug%3D
BIOTRON TOPRESENT LATEST HIV-1 DATA AT INTERNATIONAL HIV/AIDS CONFERENCE andNEW PATENT APPLICATIONS
Promoting and protecting.
23/01/2020
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4ge0wRf2v%2FVw67FiGug%3D
Price rises a whole 2.5 cents and ASX comes in swinging. You could not make this stuff up!
06/02/2020
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Q64wRj%2Fv%2FVw67FiGug%3D
BIOTRON TOTEST ITS COMPOUNDS AGAINST CORONAVIRUS
In light ofall the work and money previously put into moving towards solutions for the2003 SARS outbreak, Biotron steps up.
12/03/2020
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Q%2B%2BwBL%2Bv%2FVw67FiGug%3D
BIT225RESTORES IMMUNE FUNCTION INHIV-1 INFECTIONS
Possibly thebiggest potential breakthrough in an AIDs cure ever, delivered right in themiddle of a worldwide stock market crash. What were they thinking?
No onenoticed.
22/06/2020
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Q25yBDxv%2FVw67FiGug%3D
BIOTRON TOPRESENT LATEST BIT225 DATA AT INTERNATIONAL AIDS CONFERENCE
06/07/2020
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Q25yBDxv%2FVw67FiGug%3D
BIT225REVERSES HIV-INDUCED IMMUNEEVASION
17/07/2020
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Q27zRTxv%2FVw67FiGug%3D
APPOINTMENT OF CHIEF MEDICAL OFFICER
Interesting takeout here, is Dr Becker is based in the USA.
07/09/2020
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Qq0zRTxv%2FVw67FiGug%3D
BIOTRONCOMPOUNDS SHOW ACTIVITY AGAINST SARS-CoV-2 VIRUS IN PRELIMINARY ASSAYS
That took a long time, and they want to add a whole new bunch of tweaked compounds before picking the best for further tests.
15/10/2020
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Qu6zBL%2Bv%2FVw67FiGug%3D
BIT225 HIV-1IMMUNOMODULATORY PAPER PUBLISHED
Bringing upa grand total of 16 published papers for a company barely 20 years old.
11/03/2020
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Qa6zRbyv%2FVw67FiGug%3D
LEAD SERIESFOR SARS-CoV-2 PROGRAM
They promise, they deliver.
(20min delay)